Meritage Homes Corp SEC Filings

Meritage Homes Corp received a Schedule 13G showing that FMR LLC, with control person Abigail P. Johnson, is a significant shareholder. As of 12/31/2025, they beneficially owned about 3,814,464.66 shares of Meritage Homes common stock, representing 5.4% of the outstanding class.

FMR LLC reported sole voting power over 3,797,077.03 shares and sole dispositive power over 3,814,464.66 shares, with no shared voting or dispositive power. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Meritage Homes.

Meritage Homes Corporation filed a current report to let investors know it has released its financial results for the quarterly and annual period ended December 31, 2025. The company announced these results in a press release dated January 28, 2026, which is attached as Exhibit 99.1.

The press release, which includes forward-looking statements and a discussion of factors that may affect future results, is being furnished rather than filed under Item 2.02. No detailed financial figures appear in this report itself; they are contained in the accompanying exhibit.

Meritage Homes Corp executive Austin M. Woffinden, EVP, Corp. Ops & Strategy, filed an initial ownership report detailing his equity holdings in MTH as of 01/01/2026. He reports beneficial ownership of 17,805 shares of MTH common stock, which the disclosure notes includes other holdings such as previously vested restricted stock units. He also reports 11,504 MTH common shares that represent restricted stock units that have not yet vested. All reported positions are held directly, and no new purchase or sale transactions are disclosed.

Meritage Homes (MTH): State Street Corporation filed a Schedule 13G reporting beneficial ownership of 3,576,303 shares of common stock, representing 5% of the class as of 09/30/2025.

State Street reports 0 shares with sole voting or dispositive power, 3,351,901 shares with shared voting power, and 3,576,303 shares with shared dispositive power. The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Meritage Homes (MTH) reported Q3 2025 results for the quarter ended September 30, 2025. Home closing revenue was $1,399,335,000 versus $1,585,784,000 a year ago, and net earnings were $99,297,000 versus $195,966,000. Diluted EPS was $1.39 compared to $2.67 in Q3 2024. Total closing gross profit was $267,149,000, down from $393,245,000.

Cash and cash equivalents were $728,937,000, and real estate inventory totaled $6,140,687,000. The company issued $500,000,000 of 5.650% notes due 2035, lifting senior and convertible notes, net, to $1,803,167,000. The $910,000,000 revolving credit facility was extended to July 9, 2030 and remained undrawn with $825,900,000 available after letters of credit. Year-to-date, operating cash flow used was $125,385,000, financing provided $243,808,000, share repurchases were $145,000,000, and dividends paid were $91,759,000.

The quarter included real estate and land impairments of $9,292,000 and write-offs of terminated land deal deposits of $5,799,000. Shares outstanding were 70,406,707 as of October 27, 2025, adjusted for the 2-for-1 split effective January 2, 2025. The company reported 334 actively selling communities.

Meritage Homes Corporation reported that it has released financial results for the quarterly period ended September 30, 2025. The company announced these results through a press release dated October 28, 2025, which also includes information about forward-looking statements and factors that could affect future performance.

The press release has been furnished as an exhibit to this report, meaning it is provided for informational purposes under rules that limit its use in certain legal contexts.

Philippe Lord, a director and the Chief Executive Officer of Meritage Homes Corporation (MTH), reported a sale of 6,950 common shares on 08/22/2025 at $80.01 per share. The sale was reported as the disposition of shares held by a charitable foundation controlled by Mr. Lord; the filing states he disclaims beneficial ownership of the foundation's shares because he has no pecuniary interest.

The Form 4 shows Mr. Lord retains significant holdings indirectly: 221,320 shares (including 65,520 in a family limited partnership and 155,800 in a limited liability company) and an additional 107,254 restricted stock units that are not vested. The filing was signed by an attorney-in-fact on Mr. Lord's behalf.

Meritage Homes Corporation (MTH) notice indicates a proposed sale of 6,950 common sharesaggregate market value of $556,069.50 and approximately 71,156,138 shares outstanding. The approximate sale date is 08/22/2025. The shares to be sold were acquired as vested restricted stock from Meritage Homes Corporation on three dates: 3,000 shares on 03/01/2022 (stock bonus), 1,119 shares on 02/28/2025 (stock bonus), and 2,831 shares on 02/28/2025 (stock bonus). The filer asserts no undisclosed material adverse information. Other filer contact fields and specific filer identity information are not provided in the text.

Meritage Homes EVP and Secretary Clinton Malissia reported vesting of 8,623 performance-based restricted stock units and the sale of 6,518 shares under a Rule 10b5-1 plan to cover required tax withholdings. The sales were executed at weighted-average prices of $71.49 (5,361 shares; range $70.95–$71.93) and $72.05 (1,157 shares; range $71.95–$72.12).

After these transactions Malissia's reported beneficial ownership is 8,749 shares, and she holds 20,045 restricted stock units that have not vested. The filing explicitly states the 8,623 shares vested upon achievement of pre-specified performance targets and the sales were made pursuant to a written 10b5-1 plan to satisfy tax withholding obligations.